Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Roosevelt University 403(B) Retirement Plan is a benefit plan reported by Roosevelt University under EIN 36-2167854 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,028 participants and $121,494,787 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $121,494,787
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $121,494,787
- Net assets (BOY)
- $115,096,986
Income & contributions
- Employer contributions
- $74,775
- Participant contributions
- $2,449,860
- Total contributions
- $2,710,500
- Total income / additions
- $18,950,420
Expenses & distributions
- Benefits paid
- $12,333,623
- Administrative expenses
- $157,045
- Total expenses
- $12,552,619
- Net increase / (decrease)
- $6,397,801